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Create, edit and manage Session Surveys & Event Surveys.

Pre-requisites

  • Create a Tenant

  • Create an Event

  • Create a Session (If you wish to use the Survey for Session/s) 

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  1. Within the Admin Tools Dashboard, click 'Change Module' then click 'Engagement'. From here, you can see the options on the left hand side. Click 'Surveys' from the list.

  2. From this page, click "Create Survey" which will now open up the next page where you can now input your Survey details. 

  3. Within the "Create Survey" page, you can now complete all the mandatory and additional information for the Survey

    • Name - mandatory

    • Start Date - mandatory

    • End Date - mandatory

    • Choose Session - if you do not allocate to any Session, this will be an Event Survey. 

      • Select all Session this relates to

    • Index Image

      • Upload an image to be shown on the Index Page

    • Enabled

      • Mark the Survey as Enabled or Disabled

    • Default Survey

      • Set this survey to be the default survey used for all sessions

      • If you require your Survey to be a Event Survey, Default Survey needs to be disabled. 

    • Assessment

      • Convert the Survey to an Assessment by enabling.

      • If you are not using the Survey as an assessment, skip Pass Score & Reattempt Limit

  4. Once you have completed these details, you can now click submit to save your Survey or Assessment. 

  5. To input your questions, click actions on the right hand side, and edit your survey. Please refer to the below section regarding Field Type Options to assist with inputting your questions. For each question you will need to click "Add Question" for a new section to show for you to input.

    image-20240408-230135.pngImage Added

  6. Once you have inputted all of your questions, you can now press Submit. 

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Field Type Options

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  • text_field

    • Users can type in text into this field

      image-20240408-230200.pngImage Added

  • checkbox

    • Users are required to click the "button". This is good for people to approve Terms or Conditions or similar. The first image below is this option not click, the bottom is how this looks once it's been clicked.

      image-20240408-230214.pngImage Addedimage-20240408-230227.pngImage Added

  • multiple select

    • Users can choose 1 or more options from the selections. To select multiple, they need to hold shift to choose more than 1. 

      image-20240408-230241.pngImage Added

  • single select

    • Users can choose 1 open, this is good for Yes or No questions but you can have multiple options for Users to select.

      image-20240408-230254.pngImage Added

How do Users Access the Session Surveys?

Users will be able to access the Survey via clicking on the Session Name within the Agenda. 

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From here, they can click "Complete The Survey" which will bring them to the Survey page. Please note that the Survey will not appear on this page until the Session has commenced.

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The Survey Page will look similar to this, but will show the relevant questions you have inputted when you set up your Survey. 

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